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Liberty Wealth Management’s Accenture ACN Stock Holding History

Liberty Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-604
Closed -$213K – 156
2024
Q4 		$213K Sell
604
-17
-3% -$6.12K 0.04% 199
2024
Q3 		$220K Buy
+621
New +$204K 0.04% 196
2021
Q4 		– Sell
-808
Closed -$276K – 172
2021
Q3 		$276K Buy
808
+397
+97% +$129K 0.1% 126
2021
Q2 		$121K Buy
411
+5
+1% +$1.43K 0.05% 187
2021
Q1 		$100K Sell
406
-1
-0.2% -$258 0.05% 178
2020
Q4 		$100K Buy
407
+79
+24% +$18.9K 0.05% 176
2020
Q3 		$74K Sell
328
-137
-29% -$31.4K 0.04% 185
2020
Q2 		$99K Sell
465
-17
-4% -$3.21K 0.07% 149
2020
Q1 		$79K Sell
482
-9
-2% -$1.73K 0.07% 165
2019
Q4 		$103K Sell
491
-36
-7% -$7.02K 0.08% 155
2019
Q3 		$101K Buy
527
+46
+10% +$8.9K 0.1% 149
2019
Q2 		$89K Buy
481
+9
+2% +$1.62K 0.08% 182
2019
Q1 		$83K Sell
472
-9
-2% -$1.41K 0.06% 158
2018
Q4 		$67K Buy
+481
New +$76.1K 0.05% 164

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's ACN Position: Q1 2025 in Review

Liberty Wealth Management sold out of Accenture (ACN) in Q1 2025, closing a stake of 604 shares — an estimated $213K sold.

Liberty Wealth Management first reported a position in ACN in Q4 2018 and held it in 14 quarters. The position peaked at $276K in Q3 2021. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Liberty Wealth Management reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 604 Accenture shares in Q1 2025, an estimated $213K.
  • Liberty Wealth Management first reported a position in Accenture in Q4 2018 and held it in 14 quarters.
  • Liberty Wealth Management's Accenture position peaked at $276K in Q3 2021.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.